Curtis Cloke

Curtis Cloke, CLTC, LUTCF, RICP®

12x MDRT Top of the Table Qualifier

Title: Framing the Retirement… From Hello to Close!

Curtis will first be kicking off the event alongside Tom Hegna on “Retirement Psychonomics. Then for a strong follow up on those ideas, Curtis will do a deep dive on Day 2:

This session will focus on how to develop the retirement income process from “Hello to Close”. Math and Science is very important to get right but, it is also important to know the words to use and pictures to frame key differences. Curtis was hired by The American College to provide educational content and curriculum of the RICP® and has developed retirement software for the industry. The key to a successful retirement practice is to know how to educate the client and frame problems and solutions with pictures, words and math. The process is critical to “STOPPING PROCRASTINATION” and moving the process from “Hello to Close” with confidence and profitability.

Key Takeaways:

  1. Stop client procrastination
  2. How to frame the math with pictures – it matters!
  3. A more confident & shortened sales process with higher closing ratios
  4. How to separate fees for advice and analytics

The Market Opportunity:

Curtis has closed hundreds of cases like these, averaging $23,000.

The Ideal Client:

Pre-retirees within 10 years of retirement, as well as post-retirees.

 

Learn more about Curtis